Olympia Orthopaedic Associates, Pllc 401(K) Plan — Form 5500 plan (Olympia Orthopaedic Associates, Pllc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Olympia Orthopaedic Associates, Pllc 401(K) Plan is a benefit plan reported by Olympia Orthopaedic Associates, Pllc under EIN 91-1674528 and plan number 002. The latest loaded filing year is 2023. The filing reports 483 participants and $43,876,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olympia Orthopaedic Associates, Pllc
- EIN
- 91-1674528
- Plan number
- 002
- Plan type
- 2
- Location
- Olympia, WA
- Latest filing year
- 2023
- Participants
- 483
- End-of-year plan assets
- $43,876,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 483 | H, C | 20250321125845NAL0008287393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,876,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,876,462
- Net assets (BOY)
- $37,320,120
Income & contributions
- Employer contributions
- $2,320,967
- Participant contributions
- $1,890,615
- Total contributions
- $4,443,676
- Total income / additions
- $10,195,191
Expenses & distributions
- Benefits paid
- $3,473,307
- Administrative expenses
- $165,542
- Total expenses
- $3,638,849
- Net increase / (decrease)
- $6,556,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $102,460 | $0 | 2023 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $35,291 | 2023 |
| Definiti, LLC | RECORDKEEPER | $28,713 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISORY | $9,994 | not reported in the loaded dataset | 2023 |
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $5,250 | $1,068 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Olympia Orthopaedic Associates, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Olympia, WA
- Transamerica Retirement Solutions, — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation
- Spectrum Pension Consultants, Inc. — Schedule C compensation